By Jenne Mannion The £14m GAM UK Diversified Fund is maintaining its focus on small cap stocks, part...
By Jenne Mannion The £14m GAM UK Diversified Fund is maintaining its focus on small cap stocks, particularly in the building materials, construction and housing, and the textiles sectors Andrew Green, fund manager, weighted the portfolio toward these sectors long before they came back into favour in the first half of 1999 and is now enjoying strong performance and growth from holdings he originally bought at low valuations Buying into sectors when they were out of favour and trading on low valuations is part of Green's contrary app-roach toward stock selection whereby he pays little atte...
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